Our Advisers
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Mortgage & Home Ownership Adviser With over 10 years of experience in the banking and financial services industry, including the past 5.5 years as a Home Ownership Specialist, I have had the privilege of helping many New Zealanders achieve their property goals. My passion lie...
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Meet Liv, a passionate personal insurance adviser and a mother or three. With an extensive background in hospitality, Liv knows the importance of providing exceptional service and building strong relationships with her clients. She has a deep understanding of the challenges families face and the nee...
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Malcolm has over 25 years of experience within the insurance industry. His professional knowledge, excellent communication skills, understanding ability and gentlemanly conduct allows him to tailor insurance financial advice to his many different client’s. Creating insurance portfolios and specifi...
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John is proud to have been in the insurance industry since 1999, providing peace of mind to his many clients with an ethos of long-lasting relationships and always acting in the clients’ best interests. He holds his Level 5 Certificate in Financial Services. As a founding Director of Paragon ...
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Richard’s sole driver is to help people get ahead by growing wealth, reducing debt, and protecting their families. “I am here to help you get to where you want to go. It is all about having the right investments in place to accumulate wealth, and the right insurances so that if you get thrown...
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Sonya has been a financial adviser since 2000, running her own mortgage and insurance advisory business for 22 years. Now specialising in risk insurance, Sonya enjoys helping clients protect their family and assets by delivering expert advice. Sonya was a board member of the New Zealand Mortgage ...
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Elaine believes that working with people in the role of a trusted adviser is a privilege. With an easy-going style, she will get to know you by listening carefully to your story and by working together, will support you to make sound wealth management and financial planning decisions to suit your ...
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I've been working in the Financial Services Industry for over 25 years, and I've had the opportunity to work with three of the big four banks in various roles, with a focus on home ownership in my last position. As your adviser, I'm really passionate about listening to you and understanding your fin...
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Brenda brings over 20 years of experience in the insurance industry, with a genuine passion for helping individuals, families, and businesses protect what matters most. As a working parent herself, she understands firsthand the importance of financial security and is especially committed to suppor...
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I have always been passionate about equipping my customers with the right knowledge, insights, and tools to empower them to make informed decisions aligned with their financial goals. It matters deeply to me that they feel in control of their financial journey, whether that involves accessing debt f...
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I provide stress-free Insurance and KiwiSaver solutions for everyday hardworking Kiwis. As a Financial Adviser and Director of The Advisory Ltd (trading as SHARE), I tailor strategies that protect what matters most and help clients build a secure financial future. I believe financial advice is...
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Jarrad Booyens Financial Adviser – Personal Insurances and Investments I have been in the financial services industry since 2012 where I started my career at the BNZ. I have a passion for financial literacy and helping people understand financial products be...